Sitemap - 2025 - Thinking Tech Stocks
From Phone Cases to Full Size: Xiaomi’s SU7 Arrives in the Mi Home Aisle
Rate Cuts Hold the Market, SpaceX and OpenAI Test the Exit
Why Ambarella’s Tiny Chips Could Rule Robotic AI Vision
Why Duolingo is Misunderstood and Why Its Real Opportunity Hides in Kids’ EdTech
Palantir vs. Michael Burry: The High-Stakes Fight Over an AI Bubble
Duolingo’s Digital Mimzy: How a Green Owl Could Redefine Childhood Learning
Something fun about $GRAB stock on r/WallStreetBets
Carvana and the Subprime Squeeze
NVIDIA’s Next Bet: Jensen Huang Says the Next AI Wave Is Robotics
BYD: The Steady Hand in an Unsteady Market
Why a 10%+ SPY Pullback and Broader Bear Phase Look Plausible Now
ACMR, ACM Research: Riding China’s Domestic-First Chip Boom
AMD, Advanced Micro Devices: OpenAI’s Software Gravity Can Turbocharge ROCm and Close the CUDA Gap
Why Grab (GRAB) Might Be One of Southeast Asia’s Next Breakout Tech Plays
Nebius (NBIS) vs CoreWeave (CRWV): The AI Cloud Rivalry Rewired
Affirm (AFRM) Goes Mainstream: From Stripe Partnership to S&P 500 Aspirations
Affirm (AFRM) and the Costco-Sized Boost to Its Growth Story
Datadog (DDOG): From Cloud Watchdog to S&P 500 and the AI Security Frontier
NVMI (Nova Ltd.): Why Semiconductor Metrology and a Middle East Ceasefire Lifted the Stock
Datadog Bets Big on AI to Extend Its Lead in Cloud Monitoring
Pure Storage (NYSE: PSTG) is emerging as a pivotal player in the AI infrastructure boom
Commoditizing the Petaflop: AMD ($AMD) in the AI Arena
AMD (AMD): The open-source container engine quietly powering the chipmaker's next decade of growth
Tesla, Inc. (TSLA): Betting the Farm on Robots While Cars Stall
AMZN: Why Amazon.com, Inc. Is the Crown Jewel of the Magnificent Seven
SPDR S&P 500 ETF Trust (SPY): How Rising Bond Yields May Reshape Equity Valuations
Is LULU the Canary? Why lululemon athletica inc. (LULU) Drop Signals Wider Retail Risk
PLTR: Palantir Technologies Inc.’s Meteoric Run Meets a Reality Check
BYDDY (BYD Company Limited): Why Slashing Profits Is Reshaping the EV Game
Under the Hood: Why DDOG, MELI, AMD, and PSTG Are Heating Up
NVIDIA Corporation (NVDA): NVDA's Next Frontier: Building a GPU Marketplace in the Cloud
Advanced Micro Devices, Inc. (AMD): Why the Ghost of CUDA Still Haunts
DoorDash, Inc. (DASH): Delivery’s Future in Ads, Drones, and Grocery Alliances
NET's Omnichannel Edge: How Cloudflare, Inc. (NET) Is Fortifying the Global Internet Fabric
SHOP's Omnichannel Symphony: Shopify Inc. (SHOP) Conducts New Product Cadence and Partnerships
CRWD's Sentinel Shift: CrowdStrike Holdings, Inc. (CRWD) Reinvents Cyber Defense
ANET's Gambit: How Arista Networks, Inc. (ANET) Is Rewiring AI Networking
Netflix, Inc. (NFLX): Where Stories Meet Screens-and Controllers
SPOT: Spotify Technology S.A. (SPOT) Orchestrates AI DJ, Airline Soundtracks, and Label Synergies
Owl Takes Flight: Duolingo (DUOL) Doubles Courses and Joins Forces with Netflix
Sea Limited (SE): Building Blocks for an AI and Fintech Future
Speed, Scale, and Strategy: MercadoLibre, Inc. (MELI) Stakes Its Claim